NVIDIA

The Nasdaq index fell by 5.52%, and NVIDIA's market capitalization dropped by 9%: the sell-off was intensified by concerns over data center spending. AppLovin, Warby Parker, EPAM, Cloudflare, and JFrog closed higher thanks to their earnings reports, but AppLovin declined after the market closed.

A Protos study covered 282 reports from the American regulator regarding transactions by executives and other insiders of tech companies. After excluding $179 million in sales related to tax obligations, the volume of other transactions exceeded $7.2 billion.

On November 5, the Nasdaq Composite fell by 5.52%, the S&P 500 lost 4.36%, and Nvidia's shares dropped by 9.26%. The sell-off affected chip manufacturers and companies related to artificial intelligence. Amid the stock market decline, Bitcoin fell to $76,000.

Shares of Samsung Electronics and SK Hynix dropped by 7.57% and 9.46% respectively in a single day. The decline also affected the markets in Taiwan and Japan. Traders are assessing the demand prospects for semiconductors, the return on investments in AI, and potential restrictions on data center construction in the U.S.

The number of companies opposing the trading of tokenized versions of their stocks on the OKXICE platform has increased from 38 to 50 in just two days. Nvidia, Nike, Costco, and Reddit have joined the list. The reasons for the refusals and the launch date of trading have not been disclosed.

Core 4 Solutions listed a used cluster on eBay for $59.7 million: 300 racks, 9600 Nvidia A100, and 4200 AMD EPYC processors. Next-day shipping would have cost $50, but the listing has already been removed.

The cheapest RTX 5080 available from a reliable seller is priced at $1,999 – the same as the MSRP of the RTX 5090 at launch. With an initial price of $999, this marks a 2-3 times increase. Stock is limited to one or two cards.

Anthropic has reported reserves exceeding the assets of Nvidia and Apple ahead of its IPO.

The layer-1 blockchain Injective has launched a perpetual futures market tracking rental prices for five Nvidia GPUs – from H100 to RTX 4090. Trading is available with leverage up to 10x, and the SICI index updates hourly based on a seven-day average. The launch coincides with concerns over the profitability of AI infrastructure.

By the end of 2027, China's computing resources for artificial intelligence could nearly double. A significant portion of the capacity will be linked to American chips and remote access to foreign cloud services.